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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,617 | $58,627-93.8% | $76,735-95.3% | $82,448-95.6% |
| Participation rate | 82.1% | 63.2%+18.8pp | 69.5%+12.6pp | 68.1%+14.0pp |
| Annual return | 18.84% | 39.10%-20.3pp | 29.77%-10.9pp | 41.64%-22.8pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,454-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,727 | $3,134-44.9% | $4,088-57.8% | $4,139-58.3% |
| Admin fee / account holder | $980 | $5,323-81.6% | $7,189-86.4% | $7,234-86.5% |